July, 2015

You love much, dream big, and plan well. That is why you already have done an amazing job by creating an estate plan to protect your financial future and that of your family. However, creating an estate plan is just the first step in the estate planning process. An effective estate plan that actually works

If you’re the parent of a high school graduate this year (cue Pomp and Circumstance music), then congratulations! You’ve put in a lot of time, effort, and love toward their earning that diploma, and whatever their next step in life will be, you likely want to protect them just as much as you did while

It’s no surprise that Americans spend more time planning their summer vacations than they do planning their estate. Indeed, two-thirds of Americans do not have any estate planning in place, and 69% of parents have yet to name legal guardians for their children. These are frightening statistics, but understandable as vacations are fun but contemplating

Congratulations are in order for one of my best friends and his wife on the birth of their first child – a sweet baby girl. She is adorable and it is clear from the joy in his face that his heart is stolen away forever (cue Van Morrison song). My wife and I have been